Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
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What does the Tax Reform and Jobs Act mean for you?
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In the face of divorce, making changes to insurance coverage may be overlooked.
Budgeting After a Divorce
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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There are some smart strategies that may help you pursue your investment objectives
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How federal estate taxes work, plus estate management documents and tactics.
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You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.